Oaktree Wealth Strategies
Insurance · Canada · 1-10 Employees
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Overview
Headquarters
100 10630-178 St, Edmonton, Alberta, T5S...Phone Number
(780) 278-7710Website
www.oaktreews.caRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Oaktree Wealth Strategies
At Oaktree Wealth Strategies, we specialize in risk minimization as well as wealth and estate planning for business owners, professionals, and families. Our primary focus is to provide insurance-based strategies to enable our clients to manage risk, reduce tax, increase retirement income, and maximize wealth transfer to charities and/or future generations. Here's who we work with: Business Owners Do you run your own business or are you a partner in one? We work with business owners to help them manage risk, minimize tax, and plan for retirement. USAs (shareholders agreements), Key Person insurance, income & sickness protection, tax efficient retirement plans, IPPs, and business succession are a few of the areas we can help with.Explore more
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At Oaktree Wealth Strategies, we specialize in risk minimization as well as wealth and estate planning for business owners, professionals, and families. Our primary focus is to provide insurance-based strategies to enable our clients to manage risk, reduce tax, increase retirement income, and maximize wealth transfer to charities and/or future gene... Read More
